401(k) · DOL Form 5500 · 2024

High Desert Medical Corporation 401(k) Plan

Data updated 2026-08-11

$245M
Total assets
4,214
Participants
95th
Percentile by assets
$58,060
Avg per participant
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Official DOL plan name: Heritage Medical Group Retirement Savings 401(k) Plan · Sponsored by High Desert Medical Corporation · California · Healthcare & Social Assistance

$245M in assets, 4,214 participants

High Desert Medical Corporation's Heritage Medical Group Retirement Savings 401(k) Plan reported $245M in total assets and 4,214 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 95th percentile by assets (of 123,622 plans)
  • #16,158 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Heritage Medical Group Retirement Savings 401(k) Plan covers 4,214 participants in California, 6.7x the typical California plan (state average ~630 per filing). Assets: $245M.

$245M
total plan assets (2024 EOY)
4,214
covered participants
95th
percentile by assets (of 123,622 plans)
$58,060
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Medical Group Retirement Savings 401(k) Plan end-of-year assets rose from $209M in the plan year 2023 filing to $245M in the plan year 2024 filing.
  • Heritage Medical Group Retirement Savings 401(k) Plan reported participants fell from 4,350 in the plan year 2023 filing to 4,214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Heritage Medical Group Retirement Savings 401(k) Plan reports 4,214 participants - 6.7x that state average ($245M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$209M
Net Assets (End of Year)$245M
Net Income$36M
Employer EIN953930862
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (High Desert Medical Corporation)

$150M$200M$250M$300M 202220232024 $173M $245M ▲ +41.3%
Total plan assets by year, all High Desert Medical Corporation plans on file
Year Plans Participants Total Assets
2022 1 4,010 $173M
2023 1 4,350 $209M
2024 1 4,214 $245M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Heritage Medical Gro…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Heritage Medical Group Retirement Savings 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Heritage Medical Group Retirement Savings 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Heritage Medical Group Retirement Savings 401(k) Plan assets move in 2024?
Heritage Medical Group Retirement Savings 401(k) Plan grew sharply - up 17.1% during 2024, from $209M to $245M. Reported net income was $36M.
How have High Desert Medical Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), High Desert Medical Corporation's sponsor-wide assets grew 41.3%, from $173M to $245M.
Where does Heritage Medical Group Retirement Savings 401(k) Plan rank by assets among Form 5500 filers?
Heritage Medical Group Retirement Savings 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Heritage Medical Group Retirement Savings 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Gojo Retirement Savings Plan in OH ($245M, 1,741 participants).

Next read for Heritage Medical Group Retirement Saving…

Filing takeaways

Ways to act on Heritage Medical Group Retirement Savings 401(k) Plan's numbers.